BCS Wealth Management
WMT icon

BCS Wealth Management’s Walmart Inc WMT Stock Holding History

BCS Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$695K Sell
6,685
-322
-5% -$35.4K 0.12% 139
2026
Q2 		$794K Buy
7,007
+232
+3% +$28.8K 0.14% 133
2026
Q1 		$842K Sell
6,775
-7,659
-53% -$940K 0.17% 114
2025
Q4 		$1.61M Buy
14,434
+7,525
+109% +$808K 0.16% 112
2025
Q3 		$712K Sell
6,909
-2,174
-24% -$216K 0.16% 113
2025
Q2 		$888K Buy
9,083
+1,576
+21% +$150K 0.19% 100
2025
Q1 		$659K Sell
7,507
-1,522
-17% -$143K 0.17% 115
2024
Q4 		$816K Buy
+9,029
New +$784K 0.2% 96
2024
Q2 		– Sell
-6,179
Closed -$372K – 240
2024
Q1 		$372K Buy
6,179
+644
+12% +$36.8K 0.12% 168
2023
Q4 		$291K Hold
5,535
– – 0.11% 171
2023
Q3 		$295K Buy
+5,535
New +$295K 0.12% 152
2023
Q1 		– Sell
-6,246
Closed -$295K – 202
2022
Q4 		$295K Hold
6,246
– – 0.12% 146
2022
Q3 		$270K Sell
6,246
-222
-3% -$9.7K 0.13% 144
2022
Q2 		$262K Sell
6,468
-717
-10% -$33.1K 0.12% 147
2022
Q1 		$357K Buy
7,185
+1,311
+22% +$61.5K 0.15% 132
2021
Q4 		$283K Buy
5,874
+510
+10% +$24.3K 0.1% 167
2021
Q3 		$249K Buy
+5,364
New +$258K 0.11% 151

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BCS Wealth Management's WMT Position: Q3 2026 in Review

BCS Wealth Management reduced its Walmart Inc (WMT) stake by 4.6% in Q3 2026, selling an estimated $35.4K and leaving 6,685 shares worth $695K. The position accounts for 0.12% of the portfolio, ranked #139.

BCS Wealth Management first reported a position in WMT in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • BCS Wealth Management held 6,685 shares of Walmart Inc worth $695K as of Q3 2026.
  • BCS Wealth Management sold 322 Walmart Inc shares in Q3 2026, an estimated $35.4K.
  • Walmart Inc made up 0.12% of BCS Wealth Management's portfolio in Q3 2026, its #139 holding.
  • BCS Wealth Management first reported a position in Walmart Inc in Q3 2021 and has held it in 17 quarters since.
  • BCS Wealth Management's Walmart Inc position peaked at $1.61M in Q4 2025.
  • 2,894 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.